Creating and managing Views

Additional View Functionality in a Schedule 

This article covers the following topics:

View Options

Group View

Filter, Group, and Sort Views

Advanced Search Views

Pagination in a View

View Options 

• Group View

  • The default view, displayed data is filtered for the Area/Group selected in the sidebar

• Advanced Search View

  • Found at the top of the Navigation Pane

  • User-defined view: displayed data is filtered for the variables selected by the user.

  • The Advanced Search view can be saved for re-use.

Note: The icons on the Main Pane Toolbar have visible tooltips when the mouse hovers over them.
     

Group View

Access a Group View

Select an Area/Group by clicking on the Area Name in the Sidebar, then clicking on the relevant Group Name. The Group View is displayed in the Main Pane.

Manage Displayed Fields within Cells of the Grid

Note: By default, the times and reasons are automatically displayed in the Shift Cell when they are different from the Shift Pattern designated for the job

1. Change the displayed fields on a view by selecting the cog gear icon in the top right of the scheduled display. Flow displays the toggleable columns and job and shift cell display options.
   
   

   

   2. Select the columns/fields you want to appear on the schedule view

  Change a View’s Date Range

1. Select a View in the Sidebar

2. Click the Date Picker in the Main Pane Toolbar

   1. Manually key in the date

   2. Click the small calendar to pick the date from a calendar

3. Navigate ahead or back by one iteration (either by one week or one day, depending on the duration selected) by clicking the arrows on either side of the date control.

Note: The Calendar control in the main pane toolbar has four options in its header: This Week, Next Week, Today and Yesterday. When one of the calendar options is clicked, the Schedule, Time Off, Timecards and Reports are displayed for the specified date range each time a saved view is opened. This week and next week are associated with the Settings>Location defined Start of Work Week.

Change the View’s Duration

Views in Plan, Pay and Report can be displayed for a span of one or two weeks or for a single day. Views in Plan>Time off can also be displayed for a 3 or 4 week duration.

1. Select a View in the Sidebar

2. Click the Duration Selector in the Main Pane Toolbar

3. Choose the duration from the list available

Set a Default Layout for a Group View

To save the settings for toggleable columns, filter group, sort on a group view  

1. Select a View in the Sidebar.
   Flow displays the view in the main pane

2. Select the More Options icon in the main pane tool bar

3. Select Save Layout as Default

Each time the Group/View is opened it will open with the saved layout vs the standard layout.

Filter, Group, and Sort Views

Message Status Filter Icons

Messages are added to shift cells when rules are configured to display them or when the user adds a comment to a Shift cell. Icons associated with the level of the message allow you to filter messages on the schedule to easily see the messages that are most important to you without having to manually scroll through each column/row. Each message icon is followed by a count of the number of messages for the level.

There are four levels of message icons:

1. Info (blue)

2. Warning (yellow)

3. Error (red)

4. Success (Green)

Filter Data in the View

1. Select a View in the Sidebar

2. Click the filter button  in the Main Pane Toolbar
   The Filter By dialog appears

3. Specify the applicable filters for the data that you want to be displayed in your view

4. Click Save

Your view will now display only the data that you have selected in the filters.

Group a View

1. Select a View in the Sidebar

2. Click the Group button  in the Main Pane Toolbar
   The Group By menu will appear

3. Select the option in the list for the data type that you want to group your view by.

Sort a View

1. Select a View in the Sidebar

2. Click the Sort button  in the Main Pane Toolbar
   The Sort By menu will appear

3. Select the option in the list for the data type that you want to sort your view by

   1. The first time you click on the data type, it will sort ascending

   2. The second time you click on the data type, it will sort descending

   3. The third time you click on the data type, it will clear the sort.

Clear Filters Feature

There are two methods which can be used to apply filters:

1. Click the filter button in the Main Pane Toolbar (described above).

2. Click the Advanced Search button in the Main Pane Toolbar (described below). 

When a filter has been applied, the area on the screen immediately above the filter shows Filters Applied and gives the option to clear filters by clicking on the Clear Filters link.  

If you apply a filter using the Filter button, clicking on Clear filters will remove all applied filters, except Area and Group, so the user remains in the area and group they originally applied the filter to.

If you apply a filter using the Advanced Search button, clicking on Clear filters will remove all applied filters, including Area and Group, and the user will be presented with data from all Areas/Groups they have access to. To return to the original Area/Group, they must be re-selected from the Navigation Pane on the left.

Advanced Search Views

Create an Advanced Search View

1. Click on the ellipses beside Shared Views on the Navigation Pane
   The Shared Views Options menu appears

2. Click Advanced Search  in the menu
   The Advanced Search dialog appears
   Note: Area and Group are pre-populated in an Advanced Search.

3. Select as many additional variables of data that you wish to be displayed in your view

   1. You may choose to see the data for more than one area, group, occupation, etc.

   2. You may choose to see only data relating to a specific occupation, shift type, reason code, etc.

4. When you are finished making your selections, click Search
   The Main Pane will display the view for the selections made in the Advanced Search Dialog.

5. The header ‘breadcrumbs’ will indicate that you are looking at the results of an advanced search
     .

Save an Advanced Search View

1. Create an Advanced Search View

2. Click the Save button next to the Advanced Search pearl in the Main Pane Toolbar
   The Save Search View dialog appears

3. Give your Advanced Search View a name

4. Click Save
   WorkSight closes the dialog and a message will appear in the bottom right corner, confirming that the Search View was created successfully

5. The new View will now be available for selection in the Sidebar under the ‘My Views’ header

Delete an Advanced Search View

1. Find the view that you want to delete in the Sidebar.

2. Click the ‘More Options’ button to the right of the view name.

3. Select Delete View.
   A message will appear in the bottom right corner, confirming that the View was deleted successfully

4. The View will disappear from the Sidebar.

Open or Rename an Advanced Search View

1. Find the view that you want to open under My Views in the sidebar.

2. Click the ‘More Options’ button to the right of the view name.

3. Select Rename View.
   The Rename Search View dialog appears

4. Click OK.
   A message will appear in the bottom right corner, confirming that the View was updated successfully

5. Press F5.
   The updated name will appear in the Sidebar under My Views

Pagination in a View

Pagination features are found in the Main Pane Footer.

1. The user can choose how many rows are to appear on a ‘page’ in the schedule. The current default is 50.

2. The number of jobs being displayed on the current page are shown as well as the total number of jobs contained in the schedule.    

3. Forward and back arrows allow scrolling through pages.